Pricing
One Simple Plan. Everything You Need.
Altitude is an all-in-one, AI-native platform for financial advisors. That means CRM, marketing automation, task management, client service, and powerful AI tools come standard.
No add-ons. No upsells. No surprises.
$75/mo
What Financial Advisors Say...
“The migration process was really easy. We were surprised and we thought it would be difficult. However, it was a great experience and process. Props to the Altitude Migration Team.”
Royale Wealth Management
50 Users Gaining Altitude
“The migration process was really easy. We were surprised and we thought it would be difficult however, it was a great experience and process. Props to the Altitude Migration Team.”
Royale Wealth Management
50 Users Gaining Altitude
What's Included
Core CRM
Contact Management
Client Communication
Opportunity Management
Calendar & Email
Practice Operations
Pathfinder AI
Built-In Compliance
How do I subscribe to Altitude?
You can get started today without needing to talk to anybody by starting a free trial. Or, if you’d prefer a personal walkthrough, talk to our sales team — we’re happy to guide you.
Is there a setup fee?
Nope. Altitude is ready to go from day one — no hidden fees, no setup charges.
Do I have to sign a contract?
No long-term contracts here. Altitude is month-to-month, so you’re free to cancel or adjust anytime.
How easy is it to migrate my CRM data?
Very. We offer a guided migration experience and helpful support resources as soon as you being your free trial, to ensure your switch is smooth and seamless. You can also request your migration today.
Can I change the number of users on my plan?
Yes. You can add or remove users at any time from your account. We bill monthly based on active users.
Does Altitude offer any discounted plans?
We currently do not offer discounts. Our pricing is designed to be simple, transparent, and inclusive of all features — so you get the full value right from the start.
How can I manage my billing?
Billing is managed directly in your Altitude admin panel. You’ll be able to view invoices, update payment information, and manage users with ease.
How secure is Altitude?
Altitude is built with security in mind. We’re SOC 2 Type I certified and follow industry best practices to keep your data protected and your firm compliant.
Does Altitude have a mobile app?
Mobile access is coming soon. In the meantime, Altitude is fully responsive and works seamlessly on your tablet or smartphone browser.
Book a personal tour with our team and discover how Altitude can help you save time, grow faster, and serve clients better — all with the power of AI at your side.
